Outlook - Create a collaborative email with Microsoft Loop and Outlook Video

Discover how to create a collaborative email with Microsoft Loop and Outlook. With Loop components, you can seamlessly embed status updates, task lists, and Kanban boards directly within your emails. Learn how to track project progress in real time and enable effective collaboration across teams. Watch now to streamline your project management and enhance team productivity!

  • 02:30
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Objectifs :

This video aims to demonstrate how to effectively use Loop components in Outlook for real-time collaboration on projects, enabling users to manage tasks and updates directly within their emails.

Chapitres :

  1. Introduction to Loop Components
    Loop components in Outlook allow users to capture and modify ideas, status updates, or questions in real time directly within their emails. This feature eliminates the need to switch between different applications, streamlining the workflow.
  2. Adding a Loop Component
    To add a loop component to a message, follow these steps: 1. Navigate to the message ribbon. 2. Select 'Loop Components'. 3. Choose the desired component from the drop-down list. You can insert various types of components, such as a task list to track project status or a Kanban board to visualize and manage the steps of your process.
  3. Using a Kanban Board
    For example, consider using a Kanban board for a website creation project. Once the component appears in the email, you can: - Add a title. - Fill in the cards in the 'To Do' column to detail the tasks required for this project. - Assign tasks to team members by entering their respective names in the activities they will need to accomplish.
  4. Task Assignment and Permissions
    When you assign a task to a person, it automatically adds them to the recipient list of the email. By default, a loop component sent via Outlook is shared according to the permissions in place within your organization. While drafting the item, you can adjust who the loop component will be shared with by: 1. Clicking on its name in the upper left corner of the loop component. 2. Selecting the first option to configure the desired permission type.
  5. Collaborating in Real Time
    After composing the email subject, send it to start collaborating. Teams can now complete each task by moving the cards. As the project progresses, changes made to the Kanban board will be visible in real time to all team members, enabling seamless and effective collaboration.
  6. Tracking Project Progress
    To track project progress, you can use the email or the Loop application by clicking on the provided link. It is also possible to share the component in a team's group. To do this: 1. Right-click on the component title. 2. Copy the link. 3. Paste it into a team's chat group. All changes made here will also be visible to other team members already collaborating from the previously sent email.
  7. Conclusion
    By centralizing information and enabling real-time updates, you can manage your projects more smoothly and consistently. The use of Loop components in Outlook enhances collaboration and project management efficiency.

FAQ :

What are loop components in Outlook?

Loop components are interactive elements that allow users to capture and modify ideas, status updates, or questions directly within their emails without needing to switch between different applications.

How do I add a loop component to my email?

To add a loop component, navigate to the message ribbon in Outlook, select 'Loop Components', and choose the desired component from the drop-down list.

What types of components can I insert?

You can insert various types of components, such as a task list to track project status or a Kanban board to visualize and manage the steps of your process.

How do I assign tasks to team members using loop components?

You can assign tasks by entering the names of team members in the activities they need to accomplish. When you assign a task, it automatically adds them to the email's recipient list.

Can I share loop components with my team?

Yes, loop components can be shared with your team. You can adjust sharing permissions in the upper left corner of the loop component and copy the link to share it in a team chat.

Quelques cas d'usages :

Project Management with Kanban Boards

Using loop components, teams can manage projects by creating Kanban boards within emails. This allows for real-time updates and task assignments, improving collaboration and tracking project progress efficiently.

Real-Time Status Updates

Teams can utilize loop components to provide real-time status updates on ongoing projects. By modifying the task list or Kanban board, all team members can see changes instantly, ensuring everyone is on the same page.

Cross-Department Collaboration

Loop components can facilitate collaboration between different departments by allowing users to share project updates and tasks in a centralized manner. This helps in managing inter-departmental projects smoothly.

Remote Team Coordination

For remote teams, loop components enable effective coordination by allowing team members to update tasks and share progress in real time, regardless of their location, thus enhancing productivity.

Glossaire :

Loop Components

Interactive elements within Outlook that allow users to capture and modify ideas, status updates, or questions in real time directly within emails.

Kanban Board

A visual tool used to manage and track tasks in a project, organized into columns representing different stages of the workflow, such as 'To Do', 'In Progress', and 'Done'.

Task List

A list of tasks that need to be completed, often used to track project status and assign responsibilities to team members.

Permissions

Settings that determine who can view or modify a loop component within an organization, ensuring that sensitive information is shared appropriately.

Real Time Collaboration

The ability for multiple users to work on the same document or project simultaneously, with changes being visible to all participants instantly.

résultat(s)
00:00:06
status updates or questions in real time directly
00:00:10
within your emails without switching between different applications
00:00:15
to add a loop component to a message.
00:00:17
Navigate to the message ribbon. Then loop components
00:00:21
select the desired component from the drop down list.
00:00:24
You can insert various types of components such as a task list to track project
00:00:29
status or a Kanban board to visualize and manage the steps of your process.
00:00:34
Let's take for example, a Kanban board for a website creation project.
00:00:39
Once the component appears in the email, add a title,
00:00:43
fill in the cards in the to do column to detail the tasks required for this project.
00:00:49
Assign tasks to team members by entering their respective
00:00:52
names in the activities they will need to accomplish
00:00:56
when you assign a task to a person.
00:00:58
It automatically adds them to the recipient of the email.
00:01:02
By default.
00:01:03
A loop component sent via outlook is shared according
00:01:06
to the permissions in place within your organization.
00:01:09
While drafting the item, you can adjust who the loop component will be shared with in
00:01:14
the upper left corner of the loop component. Click on its name.
00:01:17
Then select the first option
00:01:20
note currently only members of your organization
00:01:23
can view and modify a loop component
00:01:26
in the window that opens. You can choose and configure the desired permission type,
00:01:33
compose the email subject and send it to start collaborating.
00:01:38
Teams can now complete each task by moving the cards. As the project progresses,
00:01:43
changes made to the Kanban board will be visible in
00:01:46
real time to all team members enabling seamless and effective collaboration
00:01:52
to track project progress.
00:01:54
You can use this email or use the loop application by clicking on this link.
00:02:01
It is also possible to share the component in a team's group, for example,
00:02:05
to do this right, click on the component title
00:02:08
and copy the link,
00:02:09
then paste it into a team's chat group.
00:02:12
All changes made here will also be visible to
00:02:14
other team members already collaborating from the previously sent email
00:02:20
by centralizing information and enabling real time updates.
00:02:24
You can manage your projects more smoothly and consistently.

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résultat(s)
00:00:02
Os componentes de loop no outlook permitem capturar e modificar ideias,
00:00:06
actualizações de estado ou perguntas diretamente em tempo real
00:00:10
dentro dos seus e-mails sem alternar entre diferentes aplicações
00:00:15
para adicionar um componente de loop a uma mensagem.
00:00:17
Navegue até a faixa de opções da mensagem. Em seguida, componentes de loop
00:00:21
seleccione o componente pretendido na lista suspensa.
00:00:24
Pode inserir vários tipos de componentes, como uma lista de tarefas, para acompanhar o projeto
00:00:29
status ou um quadro Kanban para visualizar e gerenciar as etapas do seu processo.
00:00:34
Vejamos, por exemplo, um quadro Kanban para um projeto de criação de website.
00:00:39
Assim que o componente aparecer no e-mail, adicione um título,
00:00:43
preencha os cartões na coluna de tarefas para detalhar as tarefas necessárias para este projeto.
00:00:49
Atribuir tarefas aos membros da equipa introduzindo as respetivas
00:00:52
nomes nas atividades que terão de realizar
00:00:56
quando atribui uma tarefa a uma pessoa.
00:00:58
Ele adiciona-os automaticamente ao destinatário do e-mail.
00:01:02
Por predefinição.
00:01:03
Um componente de loop enviado via outlook é partilhado de acordo com
00:01:06
às permissões existentes na sua organização.
00:01:09
Ao elaborar o item, pode ajustar com quem o componente de loop será partilhado no
00:01:14
o canto superior esquerdo do componente de laço. Clique no seu nome.
00:01:17
Em seguida, seleccione a primeira opção
00:01:20
note atualmente apenas membros da sua organização
00:01:23
pode visualizar e modificar um componente de loop
00:01:26
na janela que se abre. Pode escolher e configurar o tipo de permissão pretendido,
00:01:33
compor o assunto do e-mail e enviá-lo para começar a colaborar.
00:01:38
As equipas podem agora completar cada tarefa movendo as cartas. À medida que o projeto avança,
00:01:43
as alterações feitas no quadro Kanban estarão visíveis em
00:01:46
tempo real para todos os membros da equipa, permitindo uma colaboração perfeita e eficaz
00:01:52
para acompanhar o andamento do projeto.
00:01:54
Pode usar este e-mail ou usar a aplicação loop clicando neste link.
00:02:01
Também é possível partilhar a componente no grupo de uma equipa, por exemplo,
00:02:05
para fazer isso direito, clique no título do componente
00:02:08
e copie o link,
00:02:09
em seguida, cole-o no grupo de chat de uma equipa.
00:02:12
Todas as alterações feitas aqui também estarão visíveis
00:02:14
outros membros da equipa que já estão a colaborar a partir do e-mail enviado anteriormente
00:02:20
centralizando a informação e permitindo actualizações em tempo real.
00:02:24
Pode gerir os seus projetos de forma mais suave e consistente.

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résultat(s)
00:00:02
I componenti Loop in Outlook consentono di acquisire e modificare idee,
00:00:06
aggiornamenti di stato o domande direttamente in tempo reale
00:00:10
all'interno delle tue e-mail senza passare da un'applicazione all'altra
00:00:15
per aggiungere un componente loop a un messaggio.
00:00:17
Vai alla barra multifunzione dei messaggi. Quindi esegui il loop dei componenti
00:00:21
seleziona il componente desiderato dall'elenco a discesa.
00:00:24
È possibile inserire vari tipi di componenti, ad esempio un elenco di attività per tenere traccia del progetto
00:00:29
status o una scheda Kanban per visualizzare e gestire le fasi del processo.
00:00:34
Prendiamo ad esempio una scheda Kanban per un progetto di creazione di siti Web.
00:00:39
Una volta che il componente appare nell'email, aggiungi un titolo,
00:00:43
compila le schede nella colonna da fare per dettagliare le attività richieste per questo progetto.
00:00:49
Assegna le attività ai membri del team inserendo le rispettive
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i nomi delle attività che dovranno svolgere
00:00:56
quando si assegna un compito a una persona.
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Li aggiunge automaticamente al destinatario dell'email.
00:01:02
Per impostazione predefinita.
00:01:03
Un componente loop inviato tramite Outlook viene condiviso in base
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alle autorizzazioni in vigore all'interno dell'organizzazione.
00:01:09
Durante la stesura dell'elemento, puoi stabilire con chi verrà condiviso il componente del loop
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l'angolo superiore sinistro del componente del loop. Fate clic sul suo nome.
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Quindi seleziona la prima opzione
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nota che attualmente sono solo i membri della tua organizzazione
00:01:23
può visualizzare e modificare un componente del loop
00:01:26
nella finestra che si apre. Puoi scegliere e configurare il tipo di autorizzazione desiderato,
00:01:33
componi l'oggetto dell'email e invialo per iniziare a collaborare.
00:01:38
I team possono ora completare ogni attività spostando le carte. Man mano che il progetto procede,
00:01:43
le modifiche apportate alla scheda Kanban saranno visibili in
00:01:46
in tempo reale per tutti i membri del team, consentendo una collaborazione fluida ed efficace
00:01:52
per monitorare lo stato di avanzamento del progetto.
00:01:54
Puoi utilizzare questa email o utilizzare l'applicazione loop facendo clic su questo link.
00:02:01
È anche possibile condividere il componente nel gruppo di un team, ad esempio
00:02:05
per farlo correttamente, fai clic sul titolo del componente
00:02:08
e copia il link,
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quindi incollalo nel gruppo di chat di un team.
00:02:12
Tutte le modifiche apportate qui saranno visibili anche a
00:02:14
altri membri del team che stanno già collaborando tramite l'email inviata in precedenza
00:02:20
centralizzando le informazioni e abilitando gli aggiornamenti in tempo reale.
00:02:24
Puoi gestire i tuoi progetti in modo più fluido e coerente.

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résultat(s)
00:00:02
Компоненты Loop в Outlook позволяют фиксировать и изменять идеи,
00:00:06
обновления статусов или вопросы напрямую в режиме реального времени
00:00:10
в ваших письмах без переключения между различными приложениями
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чтобы добавить в сообщение компонент цикла.
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Перейдите на ленту сообщений. Затем повторите компоненты
00:00:21
выберите нужный компонент из выпадающего списка.
00:00:24
Для отслеживания проекта можно вставлять различные типы компонентов, например список задач
00:00:29
статус или доска Kanban для визуализации этапов процесса и управления ими.
00:00:34
Возьмем, к примеру, доску Kanban для проекта по созданию веб-сайта.
00:00:39
Как только компонент появится в электронном письме, добавьте заголовок,
00:00:43
заполните карточки в столбце «Задачи», чтобы подробно описать задачи, необходимые для этого проекта.
00:00:49
Назначьте задачи членам команды, указав соответствующие задачи
00:00:52
имена в задачах, которые им нужно будет выполнить
00:00:56
когда вы назначаете задачу человеку.
00:00:58
Оно автоматически добавляет их получателю электронного письма.
00:01:02
По умолчанию.
00:01:03
Компонент цикла, отправленный через Outlook, используется совместно в соответствии с
00:01:06
в соответствии с разрешениями, действующими в вашей организации.
00:01:09
При составлении объекта вы можете настроить, кому будет предоставлен доступ к компоненту цикла
00:01:14
левый верхний угол компонента цикла. Нажмите на его название.
00:01:17
Затем выберите первый вариант
00:01:20
обратите внимание, что в настоящее время только члены вашей организации
00:01:23
может просматривать и изменять компонент цикла
00:01:26
в открывшемся окне. Вы можете выбрать и настроить желаемый тип разрешения,
00:01:33
составьте тему письма и отправьте ее, чтобы начать сотрудничество.
00:01:38
Теперь команды могут выполнять каждое задание, перемещая карточки. По мере развития проекта
00:01:43
изменения, внесенные в доску Kanban, будут видны в
00:01:46
в режиме реального времени для всех членов команды, обеспечивающее беспрепятственную и эффективную совместную работу
00:01:52
для отслеживания хода реализации проекта.
00:01:54
Вы можете использовать это письмо или использовать приложение loop, перейдя по этой ссылке.
00:02:01
Также можно поделиться компонентом в группе команды, например
00:02:05
чтобы сделать это правильно, нажмите на название компонента
00:02:08
и скопируйте ссылку,
00:02:09
затем вставьте ее в чат-группу команды.
00:02:12
Все внесенные здесь изменения также будут видны
00:02:14
другие члены команды, уже сотрудничающие с нами по ранее отправленному электронному письму
00:02:20
путем централизации информации и обеспечения обновлений в реальном времени.
00:02:24
Вы можете управлять своими проектами более плавно и последовательно.

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résultat(s)
00:00:02
Los componentes de bucle en Outlook le permiten capturar y modificar ideas,
00:00:06
actualizaciones de estado o preguntas en tiempo real directamente
00:00:10
dentro de sus correos electrónicos sin cambiar entre diferentes aplicaciones
00:00:15
para añadir un componente de bucle a un mensaje.
00:00:17
Navegue hasta la cinta de mensajes. A continuación, recorra los componentes
00:00:21
seleccione el componente deseado en la lista desplegable.
00:00:24
Puede insertar varios tipos de componentes, como una lista de tareas para realizar un seguimiento del proyecto
00:00:29
estado o un tablero Kanban para visualizar y gestionar los pasos de su proceso.
00:00:34
Tomemos, por ejemplo, un tablero Kanban para un proyecto de creación de sitios web.
00:00:39
Una vez que el componente aparezca en el correo electrónico, agrega un título,
00:00:43
rellene las tarjetas de la columna de tareas pendientes para detallar las tareas necesarias para este proyecto.
00:00:49
Asigna tareas a los miembros del equipo introduciendo sus respectivas tareas
00:00:52
nombres en las actividades que deberán realizar
00:00:56
cuando asignas una tarea a una persona.
00:00:58
Los agrega automáticamente al destinatario del correo electrónico.
00:01:02
De forma predeterminada.
00:01:03
Un componente de bucle enviado a través de Outlook se comparte de acuerdo con
00:01:06
a los permisos vigentes en su organización.
00:01:09
Al redactar el elemento, puedes ajustar con quién se compartirá el componente del bucle en
00:01:14
la esquina superior izquierda del componente de bucle. Haga clic en su nombre.
00:01:17
Luego selecciona la primera opción
00:01:20
tenga en cuenta que actualmente solo son miembros de su organización
00:01:23
puede ver y modificar un componente de bucle
00:01:26
en la ventana que se abre. Puede elegir y configurar el tipo de permiso deseado,
00:01:33
redacta el asunto del correo electrónico y envíalo para empezar a colaborar.
00:01:38
Los equipos ahora pueden completar cada tarea moviendo las tarjetas. A medida que avanza el proyecto,
00:01:43
los cambios realizados en el tablero Kanban estarán visibles en
00:01:46
en tiempo real para todos los miembros del equipo, lo que permite una colaboración fluida y eficaz
00:01:52
para hacer un seguimiento del progreso del proyecto.
00:01:54
Puedes usar este correo electrónico o usar la aplicación Loop haciendo clic en este enlace.
00:02:01
También es posible compartir el componente en el grupo de un equipo, por ejemplo,
00:02:05
para hacerlo correctamente, haga clic en el título del componente
00:02:08
y copia el enlace,
00:02:09
luego pégalo en el grupo de chat de un equipo.
00:02:12
Todos los cambios que realices aquí también estarán visibles para
00:02:14
otros miembros del equipo que ya están colaborando desde el correo electrónico enviado anteriormente
00:02:20
centralizando la información y permitiendo actualizaciones en tiempo real.
00:02:24
Puede gestionar sus proyectos de forma más fluida y coherente.

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